Adding new XM directory contact from survey | XM Community
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Did you ever imagine a way to input new contact data from a survey ?

 

My use case : Imagine an employee Exit survey (EX Lifecycle)
HR system are not always updated in real time and you should want a living employee to complete his exit survey within his/her last week on his/her position instead of 3-4 weeks later.

I’d like to set up a survey for the manager to input living employee information and triggering the exit survey just in time.

 

I’m pretty sure there are a lot of similar situations in CX platform too.

 

If you find a way to do that, I’d like to know it.

And if you have similar applications, please share your use cases.

Create a workflow in the survey where the manager will enter the existing employee’s information. Add the XM Directory task to the workflow, where you will set it to add a contact to directory and send the exit survey to them. 

https://www.qualtrics.com/support/survey-platform/actions-module/xm-directory-task/

You’re right @InessaG,

 

I previously tried the “Add to XM Directory task” but this one didn’t work with survey response :(

Thanks for pointing me in the right direction.

 

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